Holdings
Octavia Wealth Advisors, LLC
As of Jun 30, 2026, Octavia Wealth Advisors, LLC reported 106 positions worth US$271M. Largest: Apple Inc, Alphabet Inc (google) Class C and Nvidia Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 160K | US$46.3M | −10,016 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 117K | US$41.8M | −5,245 | Jun 30, 2026 |
| Nvidia Corporation | 134K | US$26.8M | −13,510 | Jun 30, 2026 |
| Amazon.com, Inc. | 86,221 | US$20.5M | −3,731 | Jun 30, 2026 |
| Micron Technology, Inc. | 12,006 | US$13.9M | −697 | Jun 30, 2026 |
| Microsoft Corp. | 21,711 | US$8.1M | +1,291 | Jun 30, 2026 |
| Altria Group, Inc. | 109K | US$7.95M | −15,961 | Jun 30, 2026 |
| Procter & Gamble Company (the) | 40,438 | US$5.93M | −23,400 | Jun 30, 2026 |
| Walmart Inc. | 43,443 | US$4.92M | −2,842 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 14,913 | US$4.88M | −518 | Jun 30, 2026 |